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Vanguard Financials ETF

611 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 158 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-10
Holders Change %
-1.61%
% of All Funds
8.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
55
Increased
158
Reduced
209
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K
Name Holding Trade Value Shares
Change
Shares
Change %
IA
326
IFG Advisory
Georgia
$429K +$429K +4,298 New
MFA
327
Mayflower Financial Advisors
Massachusetts
$426K +$899 +9 +0.2%
KWA
328
Kingswood Wealth Advisors
California
$425K +$26.3K +263 +7%
BW
329
Bison Wealth
Georgia
$421K
1CP
330
17 Capital Partners
Arizona
$420K +$95.4K +955 +29%
WPC
331
Wedmont Private Capital
Pennsylvania
$418K +$206 +2 +0%
WLIM
332
White Lighthouse Investment Management
Massachusetts
$415K +$81K +811 +24%
APP
333
Avantax Planning Partners
Iowa
$414K -$55.4K -555 -12%
AIA
334
Allied Investment Advisors
Montana
$411K
SL
335
Sentinus LLC
Illinois
$411K -$2.2K -22 -0.5%
CSPIA
336
Cary Street Partners Investment Advisory
Virginia
$409K -$122K -1,225 -23%
BCM
337
Brookstone Capital Management
Illinois
$408K +$194K +1,817 +91%
GL
338
Graypoint LLC
New York
$405K -$1.5K -15 -0.4%
SFA
339
Sequoia Financial Advisors
Ohio
$400K
BFG
340
Berger Financial Group
Minnesota
$398K
FWM
341
Focused Wealth Management
New York
$396K
Vanguard Group
342
Vanguard Group
Pennsylvania
$393K
SAM
343
SignalPoint Asset Management
Missouri
$391K +$391K +3,918 New
DI
344
DAGCO Inc
Ohio
$389K
CIA
345
Compass Ion Advisors
Pennsylvania
$384K
PCA
346
Pallas Capital Advisors
Massachusetts
$378K -$211 -2 -0.1%
SVWAG
347
Sound View Wealth Advisors Group
Georgia
$373K -$198K -1,987 -35%
PFA
348
Pure Financial Advisors
California
$369K -$23K -230 -6%
BFG
349
Bouchey Financial Group
New York
$368K -$5.09K -51 -1%
Chevy Chase Trust
350
Chevy Chase Trust
Maryland
$366K